JFS Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

JFS Wealth Advisors’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17M	Buy	284,308 +2,853	+1%	+$168K	0.85%	26
2026 Q1	$15.2M	Buy	281,455 +14,634	+5%	+$820K	0.85%	26
2025 Q4	$14.3M	Buy	266,821 +10,055	+4%	+$546K	0.81%	26
2025 Q3	$13.9M	Buy	256,766 +6,586	+3%	+$339K	0.81%	28
2025 Q2	$12.4M	Buy	250,180 +9,415	+4%	+$437K	0.79%	29
2025 Q1	$10.9M	Buy	240,765 +12,805	+6%	+$576K	0.74%	31
2024 Q4	$10M	Sell	227,960 -663	-0.3%	-$30.8K	0.69%	30
2024 Q3	$10.9M	Buy	228,623 +34,783	+18%	+$1.55M	0.73%	30
2024 Q2	$8.48M	Sell	193,840 -31,560	-14%	-$1.36M	0.67%	31
2024 Q1	$9.41M	Sell	225,400 -129	-0.1%	-$5.26K	0.75%	30
2023 Q4	$9.27M	Buy	225,529 +23,244	+11%	+$922K	0.79%	29
2023 Q3	$7.93M	Sell	202,285 -292	-0.1%	-$11.9K	0.75%	30
2023 Q2	$8.24M	Sell	202,577 -3,714	-2%	-$150K	0.74%	31
2023 Q1	$8.33M	Buy	206,291 +4,102	+2%	+$167K	0.79%	28
2022 Q4	$7.88M	Buy	202,189 +28,627	+16%	+$1.09M	0.77%	29
2022 Q3	$6.33M	Sell	173,562 -1,177	-0.7%	-$47.8K	0.69%	29
2022 Q2	$7.28M	Buy	174,739 +7,817	+5%	+$337K	0.77%	28
2022 Q1	$7.7M	Sell	166,922 -3,386	-2%	-$163K	0.73%	28
2021 Q4	$8.42M	Buy	170,308 +14,937	+10%	+$753K	0.79%	25
2021 Q3	$7.77M	Buy	155,371 +13,792	+10%	+$713K	0.8%	25
2021 Q2	$7.69M	Buy	141,579 +25,711	+22%	+$1.37M	1.15%	21
2021 Q1	$6.03M	Sell	115,868 -29,216	-20%	-$1.56M	1.23%	22
2020 Q4	$7.27M	Sell	145,084 -2,849	-2%	-$134K	1.53%	17
2020 Q3	$6.4M	Sell	147,933 -5,440	-4%	-$236K	1.52%	17
2020 Q2	$6.08M	Sell	153,373 -19,399	-11%	-$718K	1.57%	16
2020 Q1	$5.8M	Buy	172,772 +2,060	+1%	+$84K	1.74%	14
2019 Q4	$7.59M	Sell	170,712 -9,551	-5%	-$405K	1.87%	11
2019 Q3	$7.26M	Buy	180,263 +5,504	+3%	+$227K	1.85%	11
2019 Q2	$7.43M	Buy	174,759 +3,527	+2%	+$148K	1.88%	11
2019 Q1	$7.28M	Buy	171,232 +3,194	+2%	+$132K	1.9%	11
2018 Q4	$6.4M	Sell	168,038 -3,612	-2%	-$140K	1.71%	14
2018 Q3	$7.04M	Buy	171,650 +2,171	+1%	+$91.3K	1.81%	14
2018 Q2	$7.15M	Sell	169,479 -800	-0.5%	-$36.1K	1.88%	14
2018 Q1	$8M	Buy	170,279 +4,855	+3%	+$233K	2.11%	13
2017 Q4	$7.59M	Buy	165,424 +2,465	+2%	+$110K	1.86%	13
2017 Q3	$7.1M	Buy	162,959 +5,812	+4%	+$252K	1.83%	14
2017 Q2	$6.42M	Buy	157,147 +12,885	+9%	+$522K	1.76%	15
2017 Q1	$5.16M	Hold	144,262	–	–	1.4%	16
2016 Q4	$5.16M	Buy	144,262 +39,488	+38%	+$1.45M	1.4%	16
2016 Q3	$3.94M	Buy	104,774 +27,486	+36%	+$1.02M	1.13%	22
2016 Q2	$2.72M	Buy	77,288 +18,230	+31%	+$623K	0.75%	31
2016 Q1	$2.04M	Buy	59,058 +4,832	+9%	+$152K	0.6%	34
2015 Q4	$1.77M	Sell	54,226 -1,516	-3%	-$52.2K	0.51%	41
2015 Q3	$1.84M	Buy	55,742 +1,424	+3%	+$51.7K	0.81%	30
2015 Q2	$2.22M	Sell	54,318 -1,588	-3%	-$68.2K	1.14%	20
2015 Q1	$2.29M	Buy	55,906 +1,009	+2%	+$41K	1.07%	21
2014 Q4	$2.2M	Sell	54,897 -5,179	-9%	-$213K	0.35%	21
2014 Q3	$2.51M	Sell	60,076 -4,275	-7%	-$190K	0.44%	20
2014 Q2	$2.77M	Sell	64,351 -23,804	-27%	-$1M	0.51%	20
2014 Q1	$3.58M	Sell	88,155 -32,559	-27%	-$1.26M	1.98%	12
2013 Q4	$4.97M	Buy	120,714 +4,273	+4%	+$176K	2.16%	12
2013 Q3	$4.67M	Buy	116,441 +14,400	+14%	+$570K	2.18%	11
2013 Q2	$3.96M	Buy	+102,041	New	+$4.28M	1.99%	11

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

JFS Wealth Advisors's VWO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1% in Q2 2026, buying an estimated $168K and bringing the position to 284,308 shares worth $17M. The position accounts for 0.85% of the portfolio, ranked #26.

JFS Wealth Advisors first reported a position in VWO in Q2 2013 and has held it in 53 quarters since. 1,226 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

JFS Wealth Advisors held 284,308 shares of Vanguard FTSE Emerging Markets ETF worth $17M as of Q2 2026.
JFS Wealth Advisors bought 2,853 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $168K.
Vanguard FTSE Emerging Markets ETF made up 0.85% of JFS Wealth Advisors's portfolio in Q2 2026, its #26 holding.
JFS Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 53 quarters since.
1,226 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.